Chipstrat

Chipstrat

Home
About Austin
Paid Subscription
Interviews
Optics & Networking
GPUs, XPUs, CPUs
Foundry
Autonomy / Physical AI
Chiplets & Packaging
Edge AI & Devices
Big Tech & Cloud
Fundamentals
TV
Transcripts
Disclosure
Archive

Edge AI & Devices

The Agentic Computer: New S-Curve or Another iPad?
The next device category is here. But will the economics work?
 • Austin Lyons
Intel's Product Marketing at CES: B-
Better grasp of reality, but yet again the AI pitch missed. PTL 18A looks great though!
 • Austin Lyons
When Frontier AI Goes From Cloud to Desk in Five Years
Implications of running yesterday's frontier models on today's local supercomputers. Rhymes with Minicomputers in Mainframe Era. Nvidia, AMD, Intel…
 • Austin Lyons
WWDC25: Apple’s Playing a Different Game
The strategy makes sense. The narrative is missing. Let’s examine Apple’s AI approach from first principles and assess whether WWDC delivered.
 • Austin Lyons
Anticipatory Intelligence and the Return of Windows
How Local Inference Could Revive Windows
 • Austin Lyons
DeepSeek Pulls Forward Copilot+ PC adoption
What DeepSeek means for Microsoft Copilot+ PCs, Qualcomm & Arm, Copilot+ Cloud cannibalization
 • Austin Lyons
Apple's AI Strategy
Apple Can Unleash Consumer AI. Will Apple Intelligence Deliver?
 • Austin Lyons
Edge AI at CES 2025
Nvidia Digits, AGX Thor, Qualcomm On-Prem AI, tinybox, Exo Labs
 • Austin Lyons
Jensen The Great and His 50% Edge AI Price Cut
Jetson Orin Nano Super Dev Kit and Nvidia's Liberal Interpretation of “New”
 • Austin Lyons
Arm's Edge AI Strategy: Is It Enough?
Can Arm’s NPUs Handle GenAI at the Edge?
 • Austin Lyons
Meta & Contextual AI at the Edge
Contextual AI, VLMs, custom silicon for edge AI
 • Austin Lyons
Tokens Per Second Per Watt: A Useful Metric for Edge AI
A systems-level perspective on performance and energy efficiency
 • Austin Lyons
© 2026 Austin Lyons · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture